Level 4 Diploma preferred but not essential and 1 year experience as a Paraplanner.

Basic up to £35k pro-rata for Part time

Job Title

Paraplanner

Hours of Work

35 hours per week, 9am - 5pm, will also consider Part-time

Overall Job Purpose

To support the Practice to provide high quality, compliant financial planning and advice to their clients. The role involves liaising with the Advisers to understand a client’s objectives, circumstances and requirements, analysing suitable options and preparing recommendations for the Advisers to introduce to the client as part of their financial plan.

In addition the role holder will support the administration team with practice administration and liaise with key support functions and external providers.

Accountabilities/Responsibilities

Providing technical, research and administrative support to the practice principal to develop suitable client recommendations.

Produce all relevant paperwork and regulatory requirements for the principal to present potential solutions to clients.

Produce compliant and detailed Client Suitability Reports.

Assist in the management of client relationships including attendance at client meetings, receiving client phone calls and providing information of a technical nature if requested.

Prepare proposals for the solution that the planner has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.

Act as point of technical expertise for the practice, updating the Advisers on any relevant information or changes that may impact on client management or recommendations

Additional Responsibilities

Ensure efficient internal and external communication within the practice, being the primary point of contact for all clients, product and platform providers and external support functions.

Manage proactive client communications ensuring the practice delivers service requirements in line with the Practice client proposition.

Manage case workflows for case processing, withdrawals, surrenders including liaison with Openwork and external providers to ensure all service are delivered within contracted deadlines.

Liaise with key providers to ensure all practice material is relevant and up to date and all practice members are aware of changes and updates. Act as the primary point of contact of with providers for issue resolution and disputes.

Lead and develop proactive marketing to new and existing clients, recognising and opportunities and marketing to clients accordingly.